BSW Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $242K | Buy |
|
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $637K | Hold |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $318K | Buy |
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